Beyond the recovery and the opportunities for investors – Invesco – 8.11.21

Summary:

Now On Demand. Driven by increasing vaccination rates and easing state and local restrictions, the economy continues to open, providing opportunities for investors. These opportunities are emerging beyond just traditional equity and fixed income investments. Policy changes and economic shifts are affecting everything from value stocks to commodities to real estate and other alternatives. Join us in this session to learn more about how these shifts could impact your holdings, and how you can better position your portfolio.

Speakers:

Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights. He is the co- host of Invesco’s “Greater Possibilities” podcast. Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance. Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.

Jason Bloom is the Director of Global Macro ETF Strategy for Invesco’s family of exchange- traded funds (ETFs). In his role, Mr. Bloom is responsible for providing a macro market outlook across all asset classes globally, in addition to leading the team’s specialized efforts in fixed income, commodity, currency, water and clean energy, and alternatives research and strategy. He joined Invesco in 2015. Prior to joining Invesco, Mr. Bloom served as an ETF strategist for six years with Guggenheim Investments and then River Oak ETF Solutions, where he helped launch several funds focused on both energy and volatility-related strategies. Previously, he spent eight years as a professional commodities trader specializing in arbitrage strategies in both the energy and US Treasury markets. Mr. Bloom earned a BA degree in economics from Gustavus Adolphus College and a JD from the University of Iowa College of Law. He holds the Series 7, 24 and 63 registrations.